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Selling Accounting Services - And Learning to Love Sales!

  • CPA (CA)
  • CFEs
  • CPA (US)
Sell Accounting Services live CPE Webinar

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CPE credit for Certified Fraud Examiners (CFEs)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

It’s safe to say that the love affair between Accountants and sales is… well… yet to blossom. Many won’t even say the ‘S’ word, claiming that “things are different in professional services.”

But therein lies a massive opportunity because Accountants who implement just a few of the sales Best Practices common in other industries can have their clients lining up for more… while prospects seek out these forward-thinking firms.

In this webinar, we’ll take a deep dive into sales practices implemented in vibrant, growing firms. We’ll talk product, process, culture, opportunity identification, proposals, pricing, targets, negotiation, and sales training among other things. MOST IMPORTANTLY, we’ll resolve these into actionable steps you can implement in your firm.

The webinar is suited to Accountants who take growth (and sales) seriously… and recognize that a small change in behavior could realize big returns.

Learning Objectives

  • Clearly define your services to increase demand
  • Implement first-class sales processes
  • Promote a sales culture so everyone participates in sales
  • Quickly identify REAL sales opportunities so time is not wasted
  • Get out powerful proposals so clients WANT TO work with you
  • Price deals to maximize your profit
  • Set ambitious but achievable sales targets
  • Overcome any fear of negotiating and closing deals
  • Train your team to be excellent in  sales

Who Should Attend?

  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA


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great webinar